The Way Millionaires View Money is Different from Everyone Else

The Way Millionaires View Money is Different from Everyone Else

By wfalwadmin

Want to find out how to think like a millionaire?  We found a great article from Business Insider revealing the…

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Court Ruling Creates Uncertainty for Health Care Exchanges

Court Ruling Creates Uncertainty for Health Care Exchanges

By wfalwadmin

Health care has been a controversial topic the last five years with the introduction of the Affordable Care Act.  The…

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Brian West Passes Level II CFA Exam

Brian West Passes Level II CFA Exam

By wfalwadmin

West Financial Advisors is happy and proud to announce Brian West passes the Level II CFA Exam.  The exam is…

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Inherited IRAs Are Not Protected Against Bankruptcy

Inherited IRAs Are Not Protected Against Bankruptcy

By Abby Belvin

Last month, the U.S. Supreme Court ruled that “inherited IRAs” are not protected against bankruptcy in the case Clark v.…

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5 Tips That Can Help Get Your Kids Into College

5 Tips That Can Help Get Your Kids Into College

By Abby Belvin

Saving money for college is a daunting proposition. But there's another big challenge—making sure your high school sophomore or junior…

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Financial Freedom Without Student Debt

Financial Freedom Without Student Debt

By wfalwadmin

Households have higher net worth when they don’t have outstanding student debt, according to data published by the Pew Research…

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Want To Get A Copy Of Your Credit Report? It's Free!

Want To Get A Copy Of Your Credit Report? It's Free!

By wfalwadmin

Are you inundated with telephone calls, online offers, and other come-ons offering you a report on your credit rating? Don't…

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College Funding for Working Wealthy

College Funding for Working Wealthy

By wfalwadmin

August means back to school! This month we've been focused on college funding.  Check out our newest white paper to learn about ways…

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WEST FINANCIAL ADVISORS LLC.

Grow And Protect Your Wealth With Objective Advice

Independent, Comprehensive, Caring

As an independent wealth management firm, West Financial Advisors offers you personalized financial planning services based on your life goals and guided by your best interests.

Our mission is to help you grow and protect the assets you’ve worked hard to earn and build. We put our experience to work for you by:

  • Taking the time to understand your needs and aspirations.
  • Creating a comprehensive financial plan that addresses retirement income, investment management, estate planning, and other concerns.
  • Monitoring your investments and your overall plan objectives.
  • Staying in contact with you on a regular basis.

Attaining financial security is a marathon, not a sprint. Let West Financial Advisors be your trusted partner for the long term. As a Registered Investment Advisor, we offer objective advice on a fee-only basis, free from sales quotas and commissions.

We also help companies that offer retirement plans to their employees. We design and administer closely held business retirement plans with services covering employee benefits, executive compensation and benefits, stock options, restricted stock, and pension analysis.

 

 

 


College Funding for Working Wealthy
The purpose of this report is to inform “Working Wealthy” households (+$100,000 annual income) of key concepts related to planning for post-secondary education funding.  This paper includes information about the cost of college, funding sources, and strategies to help you get ready for it. Click here to receive a free copy of our report so you can start planning for college today!

 

Connecting With You

At West Financial Advisors, we work hard to maintain regular contact with you and to help you understand what we do. That’s why we’ve made the commitment to engage with social media. Please visit our sites on: